Concierge Medicine

Members book appointments during the call; no followup email, no scheduler callback lag

Concierge members expect frictionless access. An AI receptionist books appointments in real time, adds new members to your EMR and schedule during their first call, and confirms all visit details immediately—so your schedule stays current and members know they're booked.

Members confirm appointment day, time, and provider during the call; no 'we'll email you options'
AI checks your real-time schedule and offers available slots immediately
New members created in EMR on the first call with verified name, date of birth, and contact info
Appointment details appear in your schedule and patient record immediately—no staff data entry required
Members receive confirmation immediately or via their preferred channel (SMS, email, phone)

How it pays back

Zero booking friction means higher show rates

Members who confirm during the call are more likely to attend than those who get a separate scheduler email. Same-call booking locks the commitment.

New member onboarding happens in one call

Instead of back-and-forth emails or forms, a new concierge member is enrolled, scheduled, and ready for their visit by the end of their first call.

Your schedule stays current without staff overhead

Appointments flow directly from the AI to your EMR and schedule. Your front desk doesn't spend time entering data or confirming bookings—they focus on clinical support.

Concierge membership starts strong

A smooth first call and immediate first appointment reinforces member confidence and justifies the premium they're paying.

Same-call booking

Members confirm visit time during their inbound call, not via email or callback

New patient created

First-time callers added to EMR with verified demographics during the call

Direct schedule sync

Appointments appear in your schedule and patient record immediately, no manual entry

Instant confirmation

Members receive appointment confirmation by phone, SMS, or email immediately

Frequently asked questions

Can the AI book appointments for any provider or are there limitations?

The AI can book with any provider in your schedule, subject to your availability, provider preferences, and concierge tier rules. You configure which providers are bookable, which appointment types each offers, and which tiers get priority access.

What if a member wants an appointment time that isn't available?

The AI offers the next available slots in the member's preferred timeframe. If no slots are available, it can place the member on a waitlist, suggest alternative days/times, or take a note for your staff to follow up with alternative options.

How does the AI handle new member demographic capture during booking?

The AI asks for name, date of birth, phone, email, and address during the call. It verifies the information, creates the patient record in your EMR with those demographics, and returns any additional information (insurance, payment details) as a structured summary for your staff to review and file.

What if a member books an appointment but then can't make it?

Members can cancel or reschedule by calling back or via your patient portal if available. The AI processes cancellations and rescheduling requests, updates the schedule and EMR in real time, and confirms the change with the member.

Are appointment confirmations automatically sent or does your staff send them?

Confirmations can be sent automatically by the AI (SMS, email, or IVR call) or routed to your staff for manual confirmation. You control the confirmation workflow based on your concierge process.